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Private Trust Company’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Private Trust Company’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-881
Closed -$19.9K – 2305
2023
Q1 		$19.9K Hold
881
– – ﹤0.01% 1338
2022
Q4 		$19K Buy
+881
New +$19.4K ﹤0.01% 1312

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Private Trust Company's DYLD Position: Q2 2023 in Review

Private Trust Company sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q2 2023, closing a stake of 881 shares — an estimated $19.9K sold.

Private Trust Company first reported a position in DYLD in Q4 2022 and held it in 2 quarters. The position peaked at $19.9K in Q1 2023. 26 funds tracked by Wall St. Rank hold DYLD as of Q2 2023.

  • Private Trust Company reported no remaining LeaderShares Dynamic Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Private Trust Company sold 881 LeaderShares Dynamic Yield ETF shares in Q2 2023, an estimated $19.9K.
  • Private Trust Company first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and held it in 2 quarters.
  • Private Trust Company's LeaderShares Dynamic Yield ETF position peaked at $19.9K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2023.

Based on Private Trust Company's 13F filing for Q2 2023, filed 28 Jul 2023.